Newriver Reit Share Discussion Threads

[praipus] 28/1/2013 09:51

Hi Daviddosh, agree Slater Investments are a good name, I attempt to track their investments on the WAM thread and have dedicated a post there to charts of all their known holdins. Please let me know if I've missed any:-)

[davidosh] 25/1/2013 17:50

Nice to see Slater Investments building a stake and going declarable over 3%. A very good name to have on board.

[blueliner] 15/1/2013 19:00

Well I hope the Directors work hard for their freebies



Is it a coincidence that there was some sell volume today and the share price dipped?
or HMV related.

[strollingmolby] 19/12/2012 14:08

Nice looking JV and shopping centre acquisition alongside PIMCO.

JV already up on the price onbtained in the NRR secondary placing.

[masurenguy] 13/12/2012 15:14

This suggests that there is plenty of mileage over the next few years in NRR's business model.

Small is the new big as Britain's supermarkets go for growth

Supermarkets are hungrier than ever before for new stores, research has found. Tesco and J Sainsbury, Britain's largest quoted grocers, have both scaled back their expansion programmes in Britain but the number of new stores planned by the whole industry is at a record level - bigger than the existing estates of Tesco and Waitrose combined..........A boom in the number of convenience stores is partly behind the rise, with Britain's 5 largest grocers all focusing on smaller store formats in recent years as supermarkets respond to Britain's stringent planning laws and shoppers' increasing preference to buy smaller amounts of food, more often. More.....

[protean] 04/12/2012 14:18

"Good meeting with New River Retail today to discuss positive interim results."

[masurenguy] 03/12/2012 17:29

Hmmm.....I see that the number of share transactions suddenly doubled after 4.00pm today.
I wonder what prompted that ! :o)

[davidosh] 03/12/2012 17:15

I just posted a write up on NRR and selected them as my latest juicy high yield portfolio addition.

[florence10] 02/12/2012 10:48

dav,you are correct,Tues it is,.I look forward to your write op.The stock does not look expensive.

[davidosh] 01/12/2012 15:00

Florence10....I think the results are actually on Tuesday. I am hoping to do a write up on this company on Monday morning.

[florence10] 01/12/2012 11:16

Results due Weds,should be interesting.

[strollingmolby] 25/11/2012 23:14

I must admit the yield here is looking attractive and I like the high tenancy rates most recently reported. However, I do have a couple of remuneration concerns if anyone who has followed the company for some time might answer.

Does anyone know on what basis the directors were paid a bonus in the most recent year (£125k each from memory without re-opening the Rpt & Accts)? Presumably not for the placing and acquisition, and subsequent uplift in earnings and dividend.

And would you consider the £1.5m four directors took home as excessive?



Many thanks,
SM

[sharetips] 22/11/2012 09:42

I see the company has been tipped in cityconfidential today - www.cityconfidential.co.uk

[topvest] 20/11/2012 21:19

Yes, looks more encouraging. The major owners of this business know what they are doing so happy to stick with it.

[madmix] 20/11/2012 15:21

Looks like any overhang here has now cleared.

[topvest] 17/11/2012 21:19

What a fantastic deal the last acquisition was - not sure how they managed to pull that one off, but looks smart!

[pillion] 17/11/2012 21:11

How can Primark make a profit after paying to NRR

[pillion] 17/11/2012 20:46

Looks of interest
Might dabble on Wednesday when I get back home

[stemis] 08/10/2012 08:41

Welcome! As you can from only 9 posts in 3 years, it's not a well followed share!

[davidosh] 05/10/2012 16:38

Well I have picked up a nice block at £1.83 so someone wanted out as the mid was £1.85...The yield is nearly 9% going forward so unless there is major distress to the portfolio this should find a bottom soon.

[stemis] 20/9/2012 08:53

Encouraging announcement



announces that it has received detailed planning approval from North Tyneside Council for a major redevelopment of its Forum Shopping Centre in Wallsend, Newcastle-upon-Tyne.

[stemis] 06/8/2012 15:09

Tipped in the Investors Chronicle

[thdub] 02/8/2012 21:06

I'm confused - I agree with SteMis. it looks like its trading at 31.5% discount to NAV and yet the stock is dropping like a stone. Is there something behind the scenes that i'm missing?

[stemis] 31/7/2012 10:42

Included in Edison's review of UK Retail Property Investment:-

Finding better returns in challenging markets

[stemis] 27/7/2012 12:52

Looks undervalued by 20%. 31% discount to NAV and an 8.3% yield.